Bilingual Legal Intake Specialist – Weekday Shift

Corebridge Solutions; United States; Remote; USD 10,000 - 60,000; Full time

Job summary

An innovative firm is seeking a Bilingual Legal Intake Specialist to enhance client interactions and manage electronic filing systems. This fully remote role offers the chance to work in a dynamic environment where your organizational skills and professionalism will shine. You will be the first point of contact for potential clients, conducting intake interviews and ensuring their experience is welcoming and efficient. Join a team that values precision and teamwork, while also enjoying the benefits of a flexible work schedule and opportunities for professional growth. If you're ready to make a significant impact in the legal field, this opportunity is perfect for you.

Benefits

Performance-related bonuses

Fully remote work flexibility

Professional development opportunities

Commitment to work-life balance

Qualifications

• 2+ years of experience in client intake or administrative support in the legal field.
• Strong interpersonal skills to manage sensitive client matters with confidentiality.

Responsibilities

• Conduct intake interviews and manage electronic client files.
• Educate clients about the firm's services and maintain case management system.

Skills

Client relationship management

Data entry and accuracy

Time management and multitasking

Proficiency with technology and electronic systems

Strong communication skills

Tools

Electronic filing systems

Case management software

Job description

Setup: Fully Remote (Candidates must be based in Colombia)
Work Hours: Full-Time, Monday to Friday, 11:00 AM to 8:00 PM Colombia Time

Candidates must have prior legal experience working with U.S. law firms and/or within domestic legal settings.

About CoreBridge Solutions
CoreBridge Solutions is at the forefront of the U.S. business services industry, specializing in legal support while also providing services in financial, medical, and marketing sectors. Operating remotely in Colombia, our team supports law firms and other businesses with unmatched expertise and dedication. Join us to be part of a company that values precision, teamwork, and professional growth.

Position Overview
We are hiring a Bilingual Legal Intake Specialist to join our client’s legal team. In this critical position, you will conduct client intake interviews with potential new clients while also managing and maintaining the firm’s electronic filing system. Your ability to organize, communicate effectively, and handle sensitive information with confidentiality and professionalism will make you an integral part of the firm’s success.

Key Responsibilities:

1. Intake Responsibilities:
   • Conduct intake interviews with potential clients, collecting case details and necessary documentation.
   • Serve as the first point of contact for potential clients, providing a welcoming and professional introduction to the firm.
   • Assess the viability of new client inquiries to determine alignment with the firm’s expertise.
   • Accurately input client data, case notes, and documentation into the firm’s case management system.
   • Schedule consultations and follow up on client inquiries to ensure efficient communication.
   • Educate potential clients about the firm’s services, ensuring they feel supported and valued.
2. File Management Responsibilities:
   • Maintain, organize, and manage all electronic client files, ensuring data is current, accurate, and properly stored.
   • Implement and adhere to file retention policies, archiving and retrieving records as necessary.
   • Ensure all documents are correctly uploaded, labeled, and accessible for team members.
   • Work with other team members to ensure all client documentation is correctly filed and easily retrievable.
   • Conduct regular audits of the electronic filing system to maintain consistency and data integrity. Support staff in accessing and using the electronic filing system as needed.

Qualifications:

• 2+ years of experience in client intake in the legal field, administrative support, or file management.
• Strong interpersonal and communication skills with the ability to handle sensitive client matters with professionalism and confidentiality.
• Proficiency with electronic filing systems and case management software.
• Excellent organizational skills, attention to detail, and the ability to manage multiple tasks simultaneously.
• Ability to work independently and collaboratively in a team environment.

Key Skills:

• Client relationship management
• Data entry and accuracy
• Time management and multitasking
• Proficiency with technology and electronic systems
• Strong communication skills

Why Join CoreBridge Solutions?
At CoreBridge, you’ll be part of a company that values innovation and efficiency, with a track record of transforming industry standards in a collaborative, fast-paced environment. Our team consists of passionate individuals who strive to provide solutions that not only meet but exceed our customers' expectations. Join us and contribute to our mission to redefine the legal landscape, one project at a time.

Compensation and Benefits:

• Performance-related bonuses celebrating significant milestones.
• Fully remote work flexibility, allowing you to work from anywhere in Colombia.
• Professional development opportunities in legal and administrative management.
• Commitment to maintaining a healthy work-life balance with a 40-hour workweek.

Work Environment Notice:
CoreBridge Solutions is dedicated to maintaining a productive, safe, and efficient work environment for all team members. To support this commitment, we use a live monitoring system during working hours. By applying for this position, you acknowledge and accept this monitoring process as part of your role. This system helps us ensure a supportive and effective work environment for everyone.